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Sun Communities

512 hedge funds and large institutions have $14.8B invested in Sun Communities in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 180 increasing their positions, 191 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

3.28% less ownership

Funds ownership: 98.65%95.36% (-3.3%)

5% less funds holding

Funds holding: 538512 (-26)

19% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 81

Holders
512
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$25.8M
Puts
$24.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
401
Bank Julius Baer & Co
Switzerland
$71.3K
VSQM
402
V-Square Quantitative Management
Illinois
$69K
PMFA
403
Plante Moran Financial Advisors
Michigan
$64.1K
AT
404
Avalon Trust
New Mexico
$63.9K
Northwestern Mutual Wealth Management
405
Northwestern Mutual Wealth Management
Wisconsin
$61.3K
TFIPS
406
Towarzystwo Funduszy Inwestycyjnych PZU SA
$59.2K
PB
407
Prosperity Bancshares
Texas
$49.3K
OP
408
Oslo Pensjonsforsikring
$49.1K
SIC
409
SJS Investment Consulting
Ohio
$47.1K
FFA
410
Farther Finance Advisors
California
$47K
WAG
411
Wiser Advisor Group
Arizona
$45.4K
BWA
412
Basecamp Wealth Advisors
Washington
$44.5K
SAM
413
Smartleaf Asset Management
Massachusetts
$42.7K
GXJ
414
Global X Japan
Japan
$42.6K
LFG
415
Larson Financial Group
Missouri
$36.8K
AF
416
Allworth Financial
California
$36.5K
RIL
417
Rothschild Investment LLC
Illinois
$34.8K
BCWM
418
Bartlett & Co Wealth Management
Ohio
$32.6K
ACM
419
Aster Capital Management
United Arab Emirates
$32.3K
AA
420
Ancora Advisors
Ohio
$31.9K
MCM
421
MAI Capital Management
Ohio
$31.1K
HFS
422
Hantz Financial Services
Michigan
$29K
CAL
423
Capital Analysts LLC
Pennsylvania
$29K
MHR
424
Matthew Hamilton Rosenberg
$26.8K
FAM
425
Fulcrum Asset Management
United Kingdom
$26.6K